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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,611 hedge funds and large institutions have $32.4B invested in Vanguard Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 694 increasing their positions, 582 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-3
Holders Change %
-0.19%
% of All Funds
25.78%
Holding in Top 10
196
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2%
% of All Funds
3.14%
New
102
Increased
694
Reduced
582
Closed
57
Calls
$19.3M
Puts
$17.4M
Net Calls
+$1.91M
Net Calls Change
+$16.2M

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$88.8M
2
FCB
First Command Bank
Texas
+$86.7M
3
FCFS
First Command Financial Services
Texas
+$86.7M
4
CIAS
CBIZ Investment Advisory Services
Ohio
+$83M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$50.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$348M
2
Morgan Stanley
Morgan Stanley
New York
-$108M
3
PFO
Pathstone Family Office
New Jersey
-$61.7M
4
BlackRock
BlackRock
New York
-$39.1M
5
Bank of America
Bank of America
North Carolina
-$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
926
Baker Tilly Wealth Management
Wisconsin
$820K +$487K +2,309 +146%
CFGSD
927
Compass Financial Group (South Dakota)
South Dakota
$819K -$23.8K -113 -3%
PIA
928
Perennial Investment Advisors
California
$818K +$255K +1,208 +45%
IF
929
Ironwood Financial
Arizona
$815K +$147K +695 +22%
NF
930
Nvest Financial
New Hampshire
$809K -$97K -460 -11%
TAM
931
Titleist Asset Management
Texas
$804K +$804K +3,816 New
CW
932
Channel Wealth
California
$803K +$803K +3,807 New
OA
933
Oxbow Advisors
Texas
$801K – – –
Citadel Advisors
934
Citadel Advisors
Florida
$800K -$591K -2,802 -42%
HKIMG
935
Hutchens & Kramer Investment Management Group
Indiana
$792K -$111K -527 -12%
MCM
936
Mitchell Capital Management
Kansas
$791K – – –
CAS
937
Coppell Advisory Solutions
Texas
$788K -$169K -813 -18%
CASC
938
Coppell Advisory Solutions Corp
Texas
$788K -$169K -813 -18%
SIG
939
Stonegate Investment Group
Alabama
$786K +$75.5K +358 +11%
MA
940
MJP Associates
Connecticut
$784K +$11.6K +55 +2%
TA
941
Trellis Advisors
Washington
$782K – – –
SFG
942
StrategIQ Financial Group
Indiana
$782K -$16.7K -79 -2%
LPT
943
Legacy Private Trust
Wisconsin
$779K -$50.4K -239 -6%
VNB
944
Virginia National Bank
Virginia
$779K -$25.1K -119 -3%
P
945
Pitcairn
Pennsylvania
$773K +$773K +3,663 New
LFAS
946
Level Four Advisory Services
Texas
$772K +$109K +516 +16%
OFP
947
OLIO Financial Planning
Virginia
$769K -$4.43K -21 -0.6%
CCWM
948
Cassaday & Co Wealth Management
Virginia
$767K -$159K -756 -17%
GSIS
949
Global Strategic Investment Solutions
Arizona
$765K -$2.95K -14 -0.4%
BHIC
950
Bassett Hargrove Investment Counsel
Delaware
$761K – – –
36 37
38
39 40